Brian Sunderman is a registered investment advisor at D.A. Davidson & CO., based in Lincoln, NE, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
115 Canopy Street, Suite 400, Lincoln, NE, 68508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian volunteers with Junior Achievement, teaching a class about investing basics since 2014. This activity is not investment-related.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
State Registrations20 states
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